Senior Client Service Associate

Benefits

Eligible for Dental, Vision, Medical, 401(k)

We are seeking a Senior Client Service Associate to provide high-touch operational and client support within a fast-paced financial services environment. This role partners closely with advisors and internal teams to ensure exceptional client service, accurate execution of investment-related activities, and seamless account management.

• Coordinate service and operational activities to ensure accurate and timely execution of client and investment requests
• Serve as a liaison between advisors, clients, and internal teams to support day-to-day servicing needs
• Manage the new client onboarding process, including documentation collection, account setup, and coordination of transfers
• Support asset allocation and reallocation processes, including paperwork, account setup, and implementation of changes
• Respond to client inquiries, conduct research, and ensure service requests are completed efficiently
• Maintain a strong working knowledge of investment strategies, services, policies, and procedures
• Identify and resolve issues through a strong understanding of operational processes
• Participate in firm-wide initiatives and special projects as assigned

• 5+ years of experience in a similar role within investment management, wealth management, or a broker-dealer environment
• Strong understanding of financial services concepts, practices, and operational workflows
• Self-starter with the ability to manage multiple priorities in a fast-paced environment
• Proven problem-solving skills and ability to anticipate client and advisor needs
• High attention to detail and strong organizational skills
• Excellent interpersonal, communication, and client service abilities
• Ability to work independently and collaboratively within a team
• Strong technical proficiency in Microsoft Office, particularly Excel, Word, and Outlook
• Bachelor’s degree in finance or a related field preferred